Guides & how-tos
Short, practical walkthroughs to get your practice humming on Finye.
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FY26 tax return
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Complete guide to Finye
Getting started: set up your Finye workspace
A step-by-step setup guide for Australian accounting firms: brand your workspace, invite staff, add clients and start managing work in Finye.
Read guideAdding clients and contacts (entity types explained)
A step-by-step guide to adding clients in Finye, choosing the right entity type, and attaching the contacts who act for each one.
Read guideThe client service desk: work items, boards and statuses
Set up boards, statuses and work items in Finye so every client request and compliance job has a clear owner, stage and due date.
Read guideProjects and recurring work
Set up projects and templated recurring jobs in Finye so quarterly BAS, annual returns and ASIC reviews generate themselves on schedule.
Read guideGiving clients access with the client portal
Invite clients to the Finye portal so they can track requests, upload documents, approve work and pay invoices online.
Read guideInvoicing clients and getting paid
Raise invoices, take Stripe and Square payments, send reminders and convert WIP to billed work so your practice gets paid faster.
Read guideTime tracking and billing from WIP
Set staff rates, log time against work items, manage your WIP ledger and raise draft invoices billed straight from work in progress.
Read guideTracking compliance and lodgment deadlines
Set up Finye's compliance engine to track every BAS, IAS, income tax return and ASIC review, with due dates and a practice-wide dashboard.
Read guideEngagement letters and e-signing
Generate engagement letters, send them for e-signing and trigger post-sign automation, all from inside Finye.
Read guideDocument requests and collecting PBC items
Use Finye to request documents and PBC items from clients, track what is outstanding and chase the gaps without endless email back-and-forth.
Read guideAML/KYC client onboarding for accountants
A step-by-step AML/KYC client onboarding process for accountants and tax agents: verify identity, collect documents, assess risk and keep the evidence on file — all inside Finye.
Read guideConnecting Xero to Finye
Connect Xero to Finye for two-way sync of your clients and contacts, so your client list stays accurate in both systems without double entry.
Read guideUsing Finye AI: summaries, triage, compose and drafts
A practical guide to Finye's AI tools - ticket summaries, triage, reply compose and one-line drafts - plus how the metered credit wallet works.
Read guideTeam members, roles and permissions
Invite staff, assign roles and tune permissions so your accounting team sees the right clients, work items and settings in Finye.
Read guideEmail-to-ticket: turning client emails into work
Stop losing client requests in a shared inbox. Set up email-to-ticket in Finye so inbound emails become trackable work items automatically.
Read guideReports and the practice dashboard
Use the Finye practice dashboard to see workload, compliance and billing at a glance, then read across boards, WIP and compliance to run your firm.
Read guideBranding and workspace settings
Set up your practice's branding, theme and workspace settings in Finye so client-facing pages, portals and emails reflect your firm.
Read guideClient intake and onboarding forms
Share a branded online intake form so new clients register themselves and the job opens automatically — with returning clients pre-filled and sensitive details handled safely.
Read guideFinding your way around
Where to find it: Home
Your daily landing page — what's assigned to you, what's due and what needs attention across the practice.
Read guideWhere to find it: Practice dashboard
The practice-wide view — workload, deadlines and progress across every client and team member.
Read guideWhere to find it: Work items & boards
Every job and client request across the practice — as a Kanban board, a sortable list or a reading pane.
Read guideWhere to find it: Clients
The directory of everyone you support — companies, sole traders, trusts and SMSFs — with their contacts and jobs.
Read guideWhere to find it: Leads
Prospects and enquiries in a simple pipeline — capture them, track them, and convert a won lead into a client.
Read guideWhere to find it: Engagements
Engagement letters and scopes of work — draft, send for e-signature, and keep a signed record per client.
Read guideWhere to find it: Invoices
Quotes, invoices and online payment — bill clients, take card payment and chase overdue amounts automatically.
Read guideWhere to find it: WIP & time
Logged time waiting to be billed — see unbilled work by client and turn it into a draft invoice.
Read guideWhere to find it: Recurring work
Set the cadence once — quarterly BAS, annual returns, monthly bookkeeping — and Finye raises the job on schedule.
Read guideWhere to find it: Templates
Reusable job blueprints — checklists, fields and auto-filled titles so every job builds itself.
Read guideWhere to find it: Team wall
An org-wide feed for practice chatter — post updates, @mention colleagues and keep the team in the loop.
Read guideWhere to find it: To-dos
Your personal task list — quick reminders and to-dos that sit alongside your assigned jobs.
Read guideWhere to find it: Client intake forms
Branded online forms — tax, company, trust and SMSF — that create the client and open the job automatically.
Read guideWhere to find it: Documents & PBC requests
Request and collect the documents you need — a checklist the client works through in their portal.
Read guideWhere to find it: Agreements & e-sign
Send any PDF for in-browser signing — place the signature boxes, send, and get a stamped, audited copy back.
Read guideWhere to find it: Approvals
Route work for internal or client sign-off before it moves forward — every approval tracked on the job.
Read guideWorkflows
Growth
Comparisons
Best Accounting Practice Management Software in Australia (2026)
An honest, organised roundup of the leading practice management tools Australian accounting and bookkeeping firms use in 2026 — what each is best for, and how to choose.
Read guideKarbon Alternatives for Australian Accounting Firms (2026)
An honest look at the best Karbon alternatives for Australian accounting and bookkeeping firms in 2026 — with guidance on how to choose.
Read guideXero Practice Manager (XPM) Alternatives (2026)
The best Xero Practice Manager (XPM) alternatives for 2026 — modern practice management options that keep your Xero connection, honestly compared.
Read guideFYI Docs Alternatives for Accounting Firms (2026)
The best FYI (FYI Docs) alternatives for accounting firms in 2026 — document management and broader practice platforms compared honestly.
Read guideTaxDome Alternatives for Australian Firms (2026)
The best TaxDome alternatives for Australian accounting and bookkeeping firms in 2026 — with a focus on local compliance fit and how to choose.
Read guideClient management software for accountants
What client management software actually needs to do for an accounting or bookkeeping firm — one client record, contacts and entities, onboarding, compliance and communication — and how to choose it in Australia.
Read guidePayment software for accountants: get paid inside your practice tool
How accounting and bookkeeping firms can collect fees faster with a payment platform built into their practice software — online card payments, recurring billing and automated reminders, without a separate tool.
Read guideAccounting firm management software
What accounting firm management software covers, the capabilities that actually matter, and how to run your whole practice — clients, workflow, compliance, engagements, billing and team — on one platform in Australia.
Read guide